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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,242 hedge funds and large institutions have $20.6B invested in Schwab US Large- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 469 increasing their positions, 450 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.96%
Holding in Top 10
189
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
2.73%
New
106
Increased
469
Reduced
450
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$426M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$398M
3
CWM
Campbell Wealth Management
Virginia
+$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$207M
5
SA
Scarborough Advisors
Maryland
+$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$9.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$73.5M
3
DB
Dravo Bay
Delaware
-$32.1M
4
TCM
Tradewinds Capital Management
Washington
-$28.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
751
Smartleaf Asset Management
Massachusetts
$674K – – –
TA
752
TrueWealth Advisors
Alabama
$673K – – –
KA
753
Klingman & Associates
New York
$670K +$61.1K +2,700 +10%
BFC
754
Bedel Financial Consulting
Indiana
$667K -$3.39K -150 -0.5%
RIM
755
Rockbridge Investment Management
New York
$656K -$19.9K -882 -3%
TNA
756
True North Advisors
Texas
$655K +$204 +9 +0%
MAV
757
Mason & Associates (Virginia)
Virginia
$646K – – –
BWM
758
BlackDiamond Wealth Management
New York
$646K +$424K +53,838 +192%
WFA
759
WestHill Financial Advisors
California
$642K – – –
FTC
760
Farmers Trust Company
Ohio
$638K – – –
CCWM
761
Cassaday & Co Wealth Management
Virginia
$637K – – –
RWB
762
RMR Wealth Builders
New Jersey
$637K +$637K +28,146 New
SMC
763
Smith, Moore & Co
Missouri
$630K – – –
CICC
764
Capital Investment Counsel (Colorado)
Colorado
$628K -$214K -9,480 -25%
MOS
765
MGO One Seven
Ohio
$623K +$57.7K +2,550 +10%
GI
766
GS Investments
Minnesota
$620K +$2.04K +90 +0.3%
GF
767
Gries Financial
Ohio
$619K – – –
YAL
768
Your Advocates Ltd
Texas
$617K +$611 +27 +0.1%
AWA
769
Aaron Wealth Advisors
Illinois
$611K +$3.8K +168 +0.6%
CFP
770
Catalyst Financial Partners
Massachusetts
$606K – – –
SF
771
Safeguard Financial
Wisconsin
$605K +$3.19K +141 +0.5%
BHWM
772
Beaird Harris Wealth Management
Texas
$601K +$3.39K +150 +0.6%
OC
773
Oarsman Capital
Wisconsin
$599K -$59K -2,610 -9%
HIC
774
Hartline Investment Corp
Illinois
$596K – – –
GIA
775
GHP Investment Advisors
Colorado
$595K -$10.7K -474 -2%
29 30
31
32 33